Spotlight Courses
Mastering BOD with iMIS Cloud Expression Builder
In this advanced technical session for iMIS Cloud, we will use examples, setup and configuration to explore how new options in Business Object Designer (BOD) and Intelligent Query Architect (IQA) will allow you to take your data analysis and configuration to the next level. For those coming from a SQL environment, this class will help you replace SQL tools like views and functions. Learn how new features are improving IQA and truly making it our go-to tool in iMIS. For more information...
Essentials of iMIS Cloud Finance
iMIS Cloud automatically maintains revenue, cash, and accounts receivable details as a byproduct of processing membership, subscription and certification fees, donations, event registrations, and product sales. With iMIS Cloud, creating general ledger transaction export files enable staff users to easily transfer important financial information from iMIS into your accounting software system. Customers are also able to view their open invoices directly from their account pages, allowing them to easily manage their finances with your organization. This class will review all of the areas of iMIS that you might need to manage income and related financial details. It will use the most current version of iMIS Cloud which offers enhanced finance features that are entirely web based. For more information...
Essentials of iMIS Cloud Billing
iMIS Cloud provides all the tools needed to manage member engagement. iMIS Cloud allows you to manage individual or company memberships and fees for multi-tiered, variable duration, and other complex membership models. This class will review all of the areas of iMIS that you might need to manage memberships. It will use the most current version of iMIS Cloud which offers enhanced features that are entirely web based and will focus on all the tools that build strong customer relationships. For more information...
Essentials of iMIS Cloud Commerce
iMIS Cloud provides all the tools needed to manage product sales and other financial transactions with a PCI-validated solution. iMIS Cloud allows you to sell digital and physical products online with automatic tax and shipping calculations and promotional code discounts. Manage inventory levels and integrate with the General Ledger (G/L) package of your choice. This class will review all of the areas of iMIS that you might need to manage an online store. It will use the most current version of iMIS Cloud which offers enhanced features that are entirely web based and will focus on all the tools that build strong customer relationships. For more information...
Essentials of iMIS Cloud Fundraising
iMIS Cloud provides all the tools needed by a fundraiser to cultivate donors and make powerful, trackable requests for funds. iMIS Cloud allows you to track outbound marketing efforts, build complex marketing lists and manage a moves management process to cultivate major and foundation gifts. Donation processing options exist for staff who import donations, enter donations as well as online donation pages. This class will review all of the areas of iMIS that a fundraising organization or foundation might need. It will use the most current version of iMIS Cloud which offers enhanced fundraising features that are entirely web based and will focus on all the tools that build strong donor relationships. For more information...